SOA Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

SOA Wealth Advisors’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-144	Closed	-$13K	–	958
2023 Q2	$13K	Hold	144	–	–	﹤0.01%	498
2023 Q1	$12.8K	Hold	144	–	–	﹤0.01%	499
2022 Q4	$12.6K	Hold	144	–	–	﹤0.01%	489
2022 Q3	$12K	Hold	144	–	–	﹤0.01%	485
2022 Q2	$13K	Sell	144 -18	-11%	-$1.9K	﹤0.01%	456
2022 Q1	$19K	Hold	162	–	–	﹤0.01%	478
2021 Q4	$19K	Hold	162	–	–	﹤0.01%	457
2021 Q3	$17K	Hold	162	–	–	﹤0.01%	480
2021 Q2	$16K	Buy	162 +17	+12%	+$1.74K	﹤0.01%	492
2021 Q1	$13K	Sell	145 -333	-70%	-$30.2K	﹤0.01%	473
2020 Q4	$43K	Buy	+478	New	+$39.9K	0.01%	282

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return